KREC
Level 3

Retirement tax questions

a few more questions.

1. am I correct to assume that I cannot obtain any tax return documents such as 1040s and 8 606s that go back 16 years or longer?

2. without being able to obtain those very old returns, I have no way of knowing if there is an 8606 to correct for that year (or whether I took it as a deductible contribution), so do I start with whichever year I do have returns for and supporting documentation and use that as my starting point to track basis and and exclude the unknown information possibilities from the prior years?

 

thanks